BREVILLE GROUP LIMITED (BRG)
Share Price Analysis and Chart

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BRG

BRG - BREVILLE GROUP LIMITED

FNArena Sector : Household & Personal Products
Year End: June
GICS Industry Group : Retailing
Debt/EBITDA: 0.43
Index: ASX200 | ASX300 | ALL-ORDS

Breville is an Australian multinational manufacturer of kitchen products and small electrical appliances. Established in 1932, it became a listed company in 1999.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$33.19

27 Aug
2025

-0.550

OPEN

$33.78

-1.63%

HIGH

$33.78

318,153

LOW

$33.00

TARGET
$36.725 10.7% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
ABY . AOV . DSK . MYR . SSG .
FNARENA'S MARKET CONSENSUS FORECASTS
BRG: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx 94.5 93.7 xxx
DPS (cps) xxx 37.0 37.5 xxx
EPS Growth xxx 14.2% - 0.8% xxx
DPS Growth xxx 12.1% 1.3% xxx
PE Ratio xxx N/A 35.5 xxx
Dividend Yield xxx N/A 1.1% xxx
Div Pay Ratio(%) xxx 39.2% 40.0% xxx

Dividend yield today if purchased 3 years ago: 1.65%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 1.11

Estimated Dividend Growth
(Average Of Past Three Years)

  %

Amount Invested

 $ 

Tell Me The Dividend After This Many Years
Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages

Last ex-div: 12/09 - ex-div 17c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx94.5
DPS All xxxxxxxxxxxxxxx37.0
Sales/Revenue xxxxxxxxxxxxxxx1,696.6 M
Book Value Per Share xxxxxxxxxxxxxxx676.5
Net Operating Cash Flow xxxxxxxxxxxxxxx171.5 M
Net Profit Margin xxxxxxxxxxxxxxx8.01 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx14.91 %
Return on Invested Capital xxxxxxxxxxxxxxx13.28 %
Return on Assets xxxxxxxxxxxxxxx9.63 %
Return on Equity xxxxxxxxxxxxxxx14.91 %
Return on Total Capital xxxxxxxxxxxxxxx19.79 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx76.4 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 202020212022202320242025
Short-Term Debt xxxxxxxxxxxxxxx25 M
Long Term Debt xxxxxxxxxxxxxxx93 M
Total Debt xxxxxxxxxxxxxxx118 M
Goodwill - Gross xxxxxxxxxxxxxxx348 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx106 M
Price To Book Value xxxxxxxxxxxxxxx4.36

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx100.4 M
Capex % of Sales xxxxxxxxxxxxxxx5.92 %
Cost of Goods Sold xxxxxxxxxxxxxxx1,356 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx133 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx4 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.5

No. Of Recommendations

6
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Morgans

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgan Stanley

21/08/2025

1

Overweight

$38.20

15.09%

Morgan Stanley notes Breville Group's FY25 result reflects consistent growth, beating expectations at all levels, with the sales outlook for FY26 looking constructive despite macro headwinds.

The broker sees further growth support from change in China/Middle East distribution model. Supply diversification is on track with 65% of US gross profit in dollar terms now outside China and the company still targeting 80% by the end of 1H26.

Still, the broker trimmed EBIT forecasts for FY26-27 by -2-3% due to a combination of lower gross profit, lower opex and higher D&A from capex.

Overweight. Target lifted to $38.20 from $36.50. Industry View: In-Line.

FORECAST
Morgan Stanley forecasts a full year FY26 dividend of 37.60 cents and EPS of 93.20 cents.
Morgan Stanley forecasts a full year FY27 dividend of 43.50 cents and EPS of 107.90 cents.

Ord Minnett

xx/xx/xxxx

3

xxxxxxxxx xx xxxx xxxx xxxxxxxxxx

$xx.xx

xx.xx%

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Citi

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

2

Please note: unlike Broker Call Report, BC Extra is not updated daily. The info you see might not be the latest. FNArena does its best to update ASAP.

BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Petra Capital

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Jarden

25/08/2025

2

Overweight

$31.00

-6.60%

Jarden assesses Breville Group's FY25 result as high-quality, reflecting a 'beat' on EBIT guidance, new product development, China direct launches and progress on relocating production.

The broker lifted FY26 EBIT forecast by 1% with upside risk on unwind in one-off cost of doing business, and top-line momentum from replacement cycle and new markets.

Overall, though FY26 EBIT is estimated to be -3% lower vs FY25 on tariff impacts, FY27 is expected to normalise with 15% EBIT growth expected.

The broker is forecasting FY26-29 EPS growth at 12% compounded annual rate. Overweight. Target unchanged at $31.

FORECAST
Jarden forecasts a full year FY26 dividend of 35.00 cents and EPS of 91.60 cents.
Jarden forecasts a full year FY27 dividend of 42.00 cents and EPS of 105.40 cents.
Access Extra Coverage Research History >

BRG STOCK CHART

FNArena News on BRG

1
Australian Broker Call *Extra* Edition – Aug 26, 2025

Aug 26 2025 - Daily Market Reports
2
Australian Broker Call *Extra* Edition – Aug 25, 2025

Aug 25 2025 - Daily Market Reports
3
Weekly Ratings, Targets, Forecast Changes – 22-08-25

Aug 25 2025 - Weekly Reports
4
FNArena Corporate Results Monitor – 21-08-2025

Aug 21 2025 - Australia
5
Rudi’s View: BlueScope Steel, IGO, GrainCorp, Pilbara Minerals, Santos & More

Aug 14 2025 - Rudi's View

Latest Household & Personal Products News

1
Breville Group: Brewing Growth Beyond Espresso

Feb 14 2025 - Australia
2
Breville Takes On Trump’s Tariffs

Nov 12 2024 - Australia
3
Breville’s Replacement Cycle Tailwind

Oct 02 2024 - Australia
4
Breville: Struggling

Sep 19 2023 - Technicals
5
Breville: Building Platform For Future Growth

Aug 25 2023 - Australia
6
Shine Comes Off Adore Beauty

Aug 31 2022 - Small Caps
7
BWX: Core Brands, Balance Sheet & Digital For Sale

May 23 2022 - Australia
8
Breville Promises (Lots Of) Growth

Feb 18 2022 - Australia
9
Treasure Chest: BWX Ltd

Nov 26 2021 - Treasure Chest
10
Market Misunderstands Breville’s Strategy

Aug 19 2021 - Australia